Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Leverage in Life--and Death
By Gavin Morrissey, Gavin MorrisseyThe competition to attract business from the desirable high-net-worth niche is fierce, and wealth managers must continually find ways to differentiate themselves to capture their...
November 03, 2009
Three tax traps for generous grandparentsYour clients want to help out their grandchildren. Do they know how to do that without sharing their generosity with the IRS?
November 01, 2009
Marketing Is Everyone's JobTo harness young advisors' energy and motivation to help with marketing, and maximize their contributions to their firms, firm owners who employ NexGen advisors should...
November 01, 2009
Still TimeIn delivering a short history of the SRI movement, Steve Schueth, president of First Affirmative Financial Network in Colorado Springs, Colorado, explains that SRI originally...
November 01, 2009
The Green Advisor: SRI & Green Investing Grow Up"Socially Responsible Investing (SRI) has for decades remained on the fringe of strategic money management, routinely battling the perception that prioritizing an ethical or social...
October 31, 2009
10 ways you could be killing your online marketingOnline marketing is an easy and inexpensive way to build your business, but there are some things to keep in mind. Keith Webb outlines 10 missteps that could be your downfall.
October 21, 2009
Why Now Is a Good Time to Review Clients' Charitable Giving Strategies, Especially Private FoundationsGavin Morrissey finds it understandable that clients would want to reduce their charitable giving in difficult times.